Michael Chandler Ingram
Investment adviser representative at M Holdings Securities, Inc.
10 yearsExperience
1 stateRegistered in
$3.2BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- M Holdings Securities, Inc.Nov 2024 to now
- United Health CareNov 2024 to now
- 2065 Wealth ManagementJul 2023 to Sep 2024
- Principal Life Insurance CompanyMar 2023 to Nov 2024
- Principal Securities, Inc.Mar 2023 to Nov 2024
- UnemployedDec 2022 to Mar 2023
- Sb&w LLCAug 2022 to Dec 2022
- Campus Outreach BirminghamMay 2020 to Aug 2022
- Spin ScootersAug 2019 to Mar 2020
- Briarwood Presbyterian ChurchMay 2019 to Jul 2019
- Ground Floor CoffeeJan 2019 to May 2019
- WalmartMay 2018 to Jul 2018
- Troy UniversityApr 2017 to Apr 2018
- Full-time StudentAug 2016 to May 2020
- Hungry Howie's PizzaJan 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AL).
M Holdings Securities, Inc.
$3.2BAssets managed
4,513Clients
172Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7716847
- Firm CRD
- 43285